The Swiss army knife.




Sara earned her Bachelor's Degree in Corporate Finance & Management from Park University in 2011, and her Master's degree in Personal Financial Planning from Kansas State University in 2014. She is a CERTIFIED FINANCIAL PLANNER™ and member of the American Institute of Certified Public Accountants (AICPA).


Since 2003 Sara has gained hands-on experience in various areas such as banking, treasury management, private wealth, trust administration, intermediary investments consulting and corporate retirement plans consulting.  Prior to forming Rise Sara traveled across the Midwest working closely with retirement plan advisors on large corporate retirement plans, and educating generalist financial advisors  on how to introduce and manage retirement plans for their clients. 


Her well-rounded background has given her unique insight into both the personal and corporate financial planning challenges of small and middle-market business owners. Sara formed Rise out of a desire to give closely-held business owners the advice they deserve, and to bring cohesiveness to their personal and business financial lives.

The tax & analysis gurus.



Amy earned her Bachelor’s Degree in Accounting from Kansas State University in 1990 and earned a Master’s Degree in Management from Rockhurst College in 1995.


She began her practice of public accounting with KPMG, providing audit and tax services to clients in various industries. She has worked in various management roles for Fortune 500 companies and developed comprehensive business process improvement tools including activity based costing and balance scorecard metrics.  In addition to her partnership with Rise, Amy is a Managing Partner for Meridian Business Services, a NetSuite solutions provider. She takes pride in assisting small business owners in operations, sales, and tax strategies.

She has served on the board of the Kansas Society of CPAs and has served as an instructor in a variety of capacities. Amy is a member of the American Institute of Certified Public Accountants (AICPA), the Missouri Society of Certified Public Accountants (MSCPA), and the Kansas Society of Certified Public Accountants (KSCPA).



Eric earned his Bachelors of Science in Accounting from the University of Missouri-Kansas City in 1994 and his Masters of Science in Accounting and Taxation in 2001. He has held is CPA designation since 2002. 

From 1996-2002 he served as Director of Finance for a national construction materials supplier. Starting in 2003 his focus has been on small business taxation and tax minimization strategies for closely-held business owners.   


Eric ran his own successful CPA practice for nine years and ran a popular wine bar in Eastern Jackson County for five years.  As an entrepreneur himself, he enjoys taking a proactive, consultative and strategic approach when serving his clients. 

Have a question for us?


Please contact us for in-person meetings. To schedule a phone consultation with one of our experts, please select a link below: 


9300 W 110th Street

Building 55 Ste 620

Overland Park, KS 66210

PH | 816.969.9234


1308 NE Windsor Dr.

Lee's Summit, MO 64086

PH | 816.888.8850


  • Facebook

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Click HERE to view RISE's current ADV.


The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Kansas, Missouri or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.


Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

© 2019 by RISE Consulting, LLC